Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,293 | $76,368+1.2% | $67,681+14.2% | $154,746-50.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.12% | 1066.77%-1057.7pp | 590.58%-581.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $6,636 | $3,151+110.6% | $2,678+147.8% | $4,379+51.5% |
| Participant deferral / active EE | $3,903 | $4,824-19.1% | $3,976-1.8% | $6,730-42.0% |
| Admin fee / account holder | $2,005 | $8,559-76.6% | $6,100-67.1% | $14,365-86.0% |